BH
BH
Bethany Huff
13 Years of Experience
Westlake, TX
1 DisclosureBroker
Bethany Huff is a registered investment advisor at Charles Schwab & CO., INC., based in Westlake, TX, with 13 years of industry experience. Bethany is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.
Compensation
Fixed/Hourly
Firm Size
8406 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fees for assets over $25 million are negotiable. A grandfathered schedule exists for clients enrolled prior to October 1, 2024.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
3000 Schwab Way, Westlake, TX, 76262
Get directionsHistory
Regulatory History (1)
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Financial
May 2022Final
Employment History
Current Registrations
Charles Schwab & CO., INC.
December 2025 - Present · 10 mos
Charles Schwab & CO., INC.Broker
February 2023 - Present · 3 yrs 8 mos
Previous Registrations
Aig Retirement Advisors, INC.
April 2006 - February 2009 · 2 yrs 10 mos
Aig Retirement Advisors, INC.Broker
April 2006 - February 2009 · 2 yrs 10 mos
Capital Financial Services, INC.Broker
November 2005 - April 2006 · 5 mos
Capital Financial Services, INC.
November 2005 - April 2006 · 5 mos
Empire Investment Advisors. INC
June 2005 - October 2005 · 4 mos
Empire Financial Group, INC.Broker
June 2005 - October 2005 · 4 mos
Fidelity Investments Institutional Services Company, INC.Broker
August 1997 - July 2003 · 5 yrs 11 mos
Linsco/private Ledger CORP.Broker
May 1997 - August 1997 · 3 mos
State Registrations45 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSNCNDNENJNMNVNYOHOKORPASCTXUTVAWAWIWVWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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